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docdivakar
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re: First 450-mm fabs to ramp in 2017, says analyst
docdivakar   7/10/2012 7:06:48 PM
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@Dylan: the "...the transition to 450-mm wafers is inevitable..." is only true to some, not all. I believe the number will be a small one. Given this, how are the 10 wafer fab equipment suppliers fund that 80 percent of the R&D required to support the transition? Interesting forecast on the fab demography in 2017... MP Divakar

Peter Clarke
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re: First 450-mm fabs to ramp in 2017, says analyst
Peter Clarke   7/10/2012 5:22:06 PM
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It's all up in the air BUT what is different is that this is a game for far fewer players than it was at 300-mm and that concentrates the expense in relatively few pockets. Could that make it a transition too far?

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